Shop Integrations  & 

Bookkeeping Catch-Up

Designed specifically for creative solopreneurs (Etsy, Square, or Wix sellers) who are ready to trade a "stack of receipts" for a streamlined system. If you haven't touched your books since your last tax return, you aren’t alone—and you’re exactly who I’m here to help.

• Tax-Year Bridge: We’ll bring your records current from your last tax filing to today. I’ll categorize every transaction and reconcile your bank accounts so you finally know exactly where your business stands.

• Single-Channel Integration: I connect your storefront (Etsy, Wix, or Square) with professional integration software. This creates an automated flow for sales, fees, and shipping—no more manual data entry into QuickBooks Online.

• The "Maker’s Framework" Setup: I’ll build a custom Chart of Accounts tailored to a maker’s business. We’ll eliminate the guesswork, ensuring every tool and material is categorized correctly for maximum tax deductions.

• "Clarity Coaching" Session: We’ll wrap up with a 1-on-1 advisor session. I’ll explain your financial performance in plain English and look at your "Product Ingredients" to ensure you are pricing for true profit.

Ongoing Monthly Maintenance

This is the ongoing partnership where I take over the "back-office burden" so you can stay in your creative flow. This service ensures that once we’ve cleared the weeds in the Catch-Up phase, they never grow back.

• Real-Time Reconciliation: I log in monthly to categorize your transactions and balance your accounts, keeping your digital office tidy.

• Sales Channel Monitoring: Constant oversight of your Wix, Etsy, or Square data flow to catch sync errors before they impact your reports.

• Monthly "Pulse" Report: You’ll receive a simplified summary of your income and expenses. You’ll know if you’re "in the green" before the month even ends.

• Continuous "Clarity Coaching": Each month, we’ll meet to discuss your margins and performance. I act as your Profit-Protector, helping you make data-driven decisions for your shop.

• Tax-Ready Status: When April rolls around, there is no scramble. You simply hand a clean, reconciled file to your CPA and breathe easy.

True Material Cost Analysis & 

Profit Margin Mapping

High revenue doesn't always mean high profit. If you aren't accounting for the "Invisible Ingredients"—shipping supplies, platform percentages, and your own labor—you might be working for free. I help untangle your true Unit Costs (Cost of Goods Sold) so you can price your work with confidence and ensure your business is actually paying you back.

The Experience Includes:

• The Raw Materials Library: We’ll build a structured database of your supplies, from bulk materials to the smallest packaging details. You’ll finally know exactly what every inch, ounce, or hour of your product costs.

• "Product Ingredients" Deep-Dives: I map out the exact cost of your Top 4 best-sellers. You’ll see a clear, visual breakdown of the "Ingredients vs. Income" for each piece, exposing where your margins are healthy and where they are "bleeding."

• The "Invisible Fee" Audit: Etsy, Wix, and Square fees can eat up to 15-20% of a sale if you aren't careful. I factor in platform fees, credit card processing, and shipping overhead to show you the actual amount that hits your bank account.

• Fair Wage Integration: We’ll factor in your most valuable asset—your time. I help you adjust your pricing strategy to ensure you are earning a fair hourly wage while maintaining a healthy profit margin for the shop’s future.

The Result: Total clarity on every sale. You’ll move forward knowing that your prices aren't just "competitive"—they are sustainable, profitable, and designed for your long-term success.